Fulcrum Capital’s Walmart Inc WMT Stock Holding History

Fulcrum Capital’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,681	Closed	-$209K	–	108
2026 Q1	$209K	Buy	+1,681	New	+$206K	0.05%	99

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fulcrum Capital's WMT Position: Q2 2026 in Review

Fulcrum Capital sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,681 shares — an estimated $209K sold.

Fulcrum Capital first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Fulcrum Capital reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Fulcrum Capital sold 1,681 Walmart Inc shares in Q2 2026, an estimated $209K.
Fulcrum Capital first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
Fulcrum Capital's Walmart Inc position peaked at $209K in Q1 2026.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.